What is a holistic assessment?

Once the people most suitable for Anticipatory Care have been identified, the next step is to determine their all-round health, social and self-care needs via a holistic assessment.

Ideally, this assessment should be integrated with other service providers. This will avoid patients undergoing multiple consultations at different times or places.


How do you do it?

Elements that can be included in a holistic assessment:

  • Personal circumstances (such as housing, finances, functional ability, support arrangements, ability to complete daily living activities)
  • Details of the person’s health and wellbeing, including their past and current needs
  • A mental capacity assessment
  • Sociocultural factors which may affect the individual’s needs (such as values, beliefs and behaviours)


Useful tools

The following tools support holistic assessments:

Case studies